RWB
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RMR Wealth Builders’s Otis Worldwide OTIS Stock Holding History

RMR Wealth Builders’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-187
Closed -$13K – 523
2021
Q1 		$13K Buy
+187
New +$12.2K ﹤0.01% 571

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RMR Wealth Builders's OTIS Position: Q2 2021 in Review

RMR Wealth Builders sold out of Otis Worldwide (OTIS) in Q2 2021, closing a stake of 187 shares — an estimated $13K sold.

RMR Wealth Builders first reported a position in OTIS in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 1,135 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • RMR Wealth Builders reported no remaining Otis Worldwide position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 187 Otis Worldwide shares in Q2 2021, an estimated $13K.
  • RMR Wealth Builders first reported a position in Otis Worldwide in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Otis Worldwide position peaked at $13K in Q1 2021.
  • 1,135 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.